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Private Wealth Research & Insights

Posts by

Emery Blackwelder

Emery Blackwelder is a member of the product marketing team at FINTRX--the preeminent resource for family office & registered investment advisor (RIA) data intelligence.

What's New at FINTRX | March 2024

Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...

FINTRX Private Wealth Data Report, Q1 2024

FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and...

FINTRX Welcomes Greg Bell as Sr. Director, Enterprise Accounts

Boston, MA -  FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Bell to its sales leadership team. As Sr. Director, Enterprise Accounts, Bell will be responsible for...

Relationship Path: AI-Powered Relationship Intelligence for Financial Professionals

FINTRX is proud to introduce the next generation of relationship mapping capability for financial professionals: Relationship Path. In the investment landscape, being able to swiftly and effectively identify prospects, make...

What's New at FINTRX | February 2024

Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform. We are excited to share our journey with you as we continue to grow as a company, innovate...

FINTRX Releases Family Office Real Estate Investment Data

Through the addition of its Property Transactions feature, FINTRX expands its offerings to include a comprehensive dataset on direct real estate transactions by family office investors, empowering users to easily access, drill into and...

FINTRX 2023 Product & Data Year in Review

Take a look back at some of the most significant additions and enhancements to the FINTRX product and dataset throughout 2023. With unprecedented data offerings, new integrations and groundbreaking data delivery methods, FINTRX users have never been...

AI Search by FINTRX: Revolutionizing Private Wealth Data Access

FINTRX is proud to introduce AI Search, the next generation of AI-driven private wealth data intelligence. In today's fast-paced financial industry, having access to accurate and up-to-date information is paramount, and making...

FINTRX Launches Microsoft Dynamics CRM Integration

FINTRX is proud to announce the newest addition to its native CRM data integrations: Microsoft Dynamics 365. Leveraging FINTRX integrations offers a strategic advantage for clients and prospects, streamlining data management...

Break Away Reps: Tracking the Transition from Wirehouses to Independent Firms

In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...